Subscription Advisory

For People Building What's Next

Foundations

Perfect for individuals and solo creators

$149/month

Content creators, freelancers, busy professionals

Monthly Financial Health Check (30-min video call)
Personal Cash Flow Planning with visual dashboard
Student Loan Optimization Strategy
Tax Planning & Quarterly Estimates
Budgeting System Setup
Annual Tax Preparation (included, $500 value)

Start Foundations

Growth

For small businesses & side hustles

$299/month

Service-based startups, e-commerce founders

Everything in Foundations, plus:
Business KPI Dashboard (profit margins, runway, burn rate)
Monthly P&L Review & Strategy Session (45 minutes)
Cash Flow Forecasting (90-day rolling forecast)
Business Banking Structure
Quarterly Tax Strategy
Mini Business Plan Updates

Start Growth

Scale

For established businesses ready to level up

$499/month

Growing companies seeking controller-level support

Everything in Growth, plus:
Lender-Ready Financial Package
Management Reporting Suite
Banking Relationship Support
Controller-Level Support
Quarterly Business Review
Priority Email Support (same-day response)

Start Scale

Compare Plans

Feature	Foundations	Growth	Scale
Monthly financial session	✔	✔	✔
KPI dashboard	—	✔	✔
Monthly P&L strategy review	—	✔	✔
90-day cash flow forecast	—	✔	✔
Lender-ready financial package	—	—	✔
Management reporting suite	—	—	✔
Priority email support	—	—	✔

ASC 805 — Business Combinations

$15K — $50K

Purchase Price Allocation
Pro Forma Financial Statements
Integration Accounting
Documentation Packages

ASC 842 — Lease Accounting

$10K — $25K Implementation | $2K — $5K/month Ongoing

Adoption Implementation
Policy Development
Technology Solutions
Ongoing Compliance
Audit Preparation

SEC Reporting & Financial Reporting Compliance

$20K — $100K+

Regulation S-X Financial Statements
Regulation S-K Narrative Disclosures
IPO Readiness
Proxy Statement Support

Standard Business Plan*

$5,000 — $8,000

3-Statement Integrated Model, Market Analysis, Management Overview
Timeline: 2–3 weeks delivery

Small Business Financing Package*

$7,500 — $12,000

Small business financial analysis, investor materials, and bank covenant compliance

M&A Advisory & Due Diligence

$10,000 — $20,000

Business acquisition due diligence, net working capital adjustments, fair-value assessments, purchase price accounting, and transaction support

*Financial models require periodic updates to reflect current market data, regulatory changes, and business developments for optimal accuracy and relevance.

AI Automation Starter

$2,500 — $5,000

Automated bookkeeping, expense categorization, and monthly financial reporting. Get AI working for your business without the Big Four price tag.
Timeline: 1–2 weeks setup

AI Automation Subscription

$750 — $2,500/month

Ongoing AI-powered automation with monthly optimization, continuous improvements, and priority support. Cancel anytime.
Setup: 1–2 weeks

*AI automation services are customized to your specific workflow and can be combined with any business plan or financing package for comprehensive support.

Process Mapping & Flowcharts

$2,500 — $8,000

Custom process flowcharts that clarify how your business runs. Identify bottlenecks, streamline operations, and create documentation for training and compliance.

Operational workflow mapping
Decision tree documentation
Standard operating procedures (SOPs)
Compliance process visualization

Timeline: 2–3 weeks delivery

Data Visualization & Dashboards

$3,500 — $12,000

Turn raw data into intuitive, data-driven visuals that tell your story. Interactive dashboards and clear graphics that make complex information actionable.

Custom financial dashboards
Performance metrics visualization
Investor presentation graphics
Board reporting packages

Timeline: 3–4 weeks delivery

Ongoing Visualization Support

$500 — $2,000/month

Monthly updates to your process maps and data visualizations as your business evolves. Keep documentation current and insights fresh.

Monthly dashboard updates
Process map revisions
New visualization creation
Training and support

*Flowcharting and visualization services can be combined with any advisory package for comprehensive business clarity.

Profit First for Creators

90 minutes

$97 per person | $1,500 private group

Revenue optimization, expense categorization, tax planning for irregular income

From Side Hustle to Business

2 hours

$147 per person | $2,500 private group

Business formation, banking setup, bookkeeping, pricing strategies

GAAP for Non-Accountants

3 hours

$197 per person | $3,500 private group

Financial statements, KPIs, internal controls, working with professionals

Student Loan Mastery

75 minutes

$47 per person (sliding scale)

Repayment strategies, forgiveness programs, refinancing decisions

Budgeting That Actually Works

90 minutes

$67 per person (sliding scale)

Zero-based budgeting, automation, emergency funds, investment basics

First-Time Home Buyer Prep